North Star Investment Management’s Federal Realty Investment Trust FRT Stock Holding History

North Star Investment Management’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.22K	Hold	68	–	–	﹤0.01%	1107
2025 Q4	$6.85K	Hold	68	–	–	﹤0.01%	1035
2025 Q3	$6.89K	Buy	68 +28	+70%	+$2.71K	﹤0.01%	978
2025 Q2	$3.8K	Buy	+40	New	+$3.78K	﹤0.01%	1043
2023 Q4	–	Sell	-5	Closed	-$453	–	1233
2023 Q3	$453	Hold	5	–	–	﹤0.01%	1206
2023 Q2	$484	Hold	5	–	–	﹤0.01%	1218
2023 Q1	$494	Hold	5	–	–	﹤0.01%	1236
2022 Q4	$505	Buy	+5	New	+$506	﹤0.01%	1237
2015 Q4	–	Sell	-119	Closed	-$16K	–	785
2015 Q3	$16K	Buy	119 +14	+13%	+$1.87K	﹤0.01%	531
2015 Q2	$13K	Hold	105	–	–	﹤0.01%	546
2015 Q1	$15K	Buy	105 +5	+5%	+$718	﹤0.01%	523
2014 Q4	$13K	Buy	+100	New	+$13K	﹤0.01%	540

Other funds holding FRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

North Star Investment Management's FRT Position: Q1 2026 in Review

North Star Investment Management held its Federal Realty Investment Trust (FRT) position steady in Q1 2026 at 68 shares worth $7.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

North Star Investment Management first reported a position in FRT in Q4 2014 and has held it in 12 quarters since. The position peaked at $16K in Q3 2015. 556 funds tracked by Wall St. Rank hold FRT as of Q1 2026.

North Star Investment Management held 68 shares of Federal Realty Investment Trust worth $7.22K as of Q1 2026.
North Star Investment Management left its Federal Realty Investment Trust share count unchanged in Q1 2026.
Federal Realty Investment Trust made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1107 holding.
North Star Investment Management first reported a position in Federal Realty Investment Trust in Q4 2014 and has held it in 12 quarters since.
North Star Investment Management's Federal Realty Investment Trust position peaked at $16K in Q3 2015.
556 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.